Business Beyond Borders: Impactful Insights for CPAs

16 - Navigating the Global Workforce: Strategies for Managing and Growing Teams Effectively with Nick Sinclair

Join us for an enlightening discussion with Nick Sinclair of TOA Global as we explore the world of outsourcing and managing global teams. Tune in to unlock the keys to effectively managing and growing your global workforce. In this episode, you will be able to:

 

1. Gain insights into effective strategies for managing and growing global teams within the context of outsourcing.
2. Understand the importance of developing a comprehensive people strategy for long-term success in managing a global workforce.
3. Learn practical tips for integrating offshore teams into your firm's culture and fostering collaboration across different locations.
4. Explore the pitfalls of treating outsourcing as a short-term tactic rather than a long-term strategic investment, and how to avoid them.
5. Discover the critical role of strong leadership in managing global teams and implementing successful outsourcing initiatives.

Reach out to Nick at nick@toaglobal.com for more insights!

 

Subscribe to our podcast and follow us on your favorite platform to not miss out on future discussions vital for accounting professionals looking to innovate and lead effectively.

Podbean: https://businessbeyondborders.podbean.com Spotify: https://open.spotify.com/show/1LYaCQZRca1dWAVjUwZnm4?si=c83fe09a407f4518 Apple Podcast: https://podcasts.apple.com/ph/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474 Youtube: www.youtube.com/@businessbeyondborders-laurence

15 - Navigating Talent Challenges and Embracing Global Solutions for Accounting Professionals with Okorie Ramsey

Join Okorie L. Ramsey as he shares insights on global talent solutions in the accounting profession, exploring strategies like co-sourcing and offshoring to address workforce challenges. Tune in to gain practical advice and expert perspectives on building successful international teams. In this episode, you will be able to:

1. Understand the evolving landscape of talent acquisition in the accounting profession, including the challenges and opportunities presented by the current pipeline.
2. Explore innovative strategies employed by firms and businesses to address staffing shortages, such as co-sourcing, outsourcing, and offshoring.
3. Gain insights into the role of technology in reshaping accounting workflows and the importance of leveraging international talent pools to enhance efficiency and effectiveness.
4. Learn about the American Institute of Certified Public Accountants (AICPA) initiatives aimed at attracting and retaining talent, including educational reforms and advocacy efforts.
5. Hear firsthand experiences and practical advice from industry leaders on building successful offshore teams, fostering collaboration across borders, and driving value through global workforce integration.

 

Get in touch with Okorie on LinkedIn! 

 

Subscribe to our podcast and follow us on your favorite platform to not miss out on future discussions vital for accounting professionals looking to innovate and lead effectively.

 

Podbean: https://businessbeyondborders.podbean.com

Spotify: https://open.spotify.com/show/1LYaCQZRca1dWAVjUwZnm4?si=c83fe09a407f4518

Apple Podcast: https://podcasts.apple.com/ph/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474

Youtube: www.youtube.com/@businessbeyondborders-laurence

14 - Unlocking Profitability: Transitioning from Hourly Rates to Value-Based Pricing

Join us as we delve into the world of pricing strategies with expert Loren Fogelman, exploring how firms can shift from hourly rates to value-based pricing for increased profitability, improved client relationships, and a more sustainable business model. In this episode, you will be able to:

1. Understand the importance of transitioning from hourly billing to value-based pricing for increased profitability.
2. Learn practical steps and strategies to effectively communicate value to clients and justify higher fees.
3. Discover the "good, better, best" pricing model as a gradual approach to implementing value-based pricing.
4. Gain insights into reshaping firm culture and reducing workload through strategic pricing and service packaging.
5. Explore the mindset shifts necessary for firm owners to embrace change and achieve long-term success in their businesses.

Get in touch with Loren on LinkedIn or book a consultation at https://BusinessSuccessSolution.com/letstalk! 

Podbean: https://businessbeyondborders.podbean...

Spotify: https://open.spotify.com/show/1LYaCQZ...

Apple Podcast: https://podcasts.apple.com/ph/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474

Youtube: www.youtube.com/@businessbeyondborders-laurence

13 - Transforming Accounting Firms through Wealth Management Integration with Rory Henry

Join us as guest Rory Henry discusses the imperative integration of wealth management into accounting firms. Discover the revenue potential, partnership structures, and client-centric strategies vital for navigating this transformative landscape.  In this episode, you will be able to:

 

1. Understand the importance of integrating wealth management services into accounting firms to future-proof their businesses.
2. Learn about the various options available for accounting firms to enter the wealth management space, including partnership structures and licensing requirements.
3. Gain insights into the potential revenue streams and economic benefits associated with offering wealth management services to clients.
4. Discover how accounting firms can leverage wealth management offerings to enhance client relationships, increase client retention, and attract new talent.
5. Explore the key considerations and steps involved in transitioning from traditional accounting services to a more holistic financial advisory model.

Get in touch with Rory Henry at www.advisror.com or visit Arrowroot Family Office on LinkedIn!

Podbean: https://businessbeyondborders.podbean...

Spotify: https://open.spotify.com/show/1LYaCQZ...

Apple Podcast: https://podcasts.apple.com/ph/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474

Youtube: www.youtube.com/@businessbeyondborders-laurence

12 - Exploring the World of Outsourcing: Strategies, Success Stories, and Expert Advice with Mike Walton

Join us for an insightful conversation with Mike Walton, Senior Vice President at QX Global Group, as we explore the world of outsourcing on Business Beyond Borders. Learn about the crucial elements for successful outsourcing journeys, from setting clear expectations to fostering internal communication. In this episode, you will be able to:

1. Understand the critical factors for a successful outsourcing relationship, from strategic planning to effective communication.
2. Gain insights into the best practices for preparing your firm for outsourcing, including internal communication and mindset shifts.
3. Learn practical tips for integrating outsourced team members seamlessly into your existing workflow and company culture.
4. Discover common challenges faced by firms when outsourcing and how to overcome them, including the importance of clear expectations and ongoing feedback.
5. Explore the long-term benefits of outsourcing and how it can contribute to your firm's growth and scalability.

 

Subscribe to our podcast and follow us on your favorite platform to not miss out on future discussions vital for accounting professionals looking to innovate and lead effectively.

 

Reach out to Mike! Visit their website at www.qxglobalgroup.com today!

 

Podbean: https://businessbeyondborders.podbean...

Spotify: https://open.spotify.com/show/1LYaCQZ...

Apple Podcast: https://podcasts.apple.com/ph/podcast...

Youtube: www.youtube.com/@businessbeyondborders-laurence

11 - Revolutionizing Accounting: The Future of Automation with Basis

Dive into the world of accounting innovation with Matt Harpe, Co-Founder of Basis, as we explore the cutting-edge strategies shaping the industry's future. Join us for an insightful conversation that reveals the secrets to revolutionizing your financial practices.In this episode, you will be able to:

 

1. Discover how Basis is transforming traditional accounting practices through innovative automation technologies.
2. Gain insights into the benefits of integrating automated solutions into accounting workflows, from increased accuracy to time savings.
3. Learn from industry experts about the latest trends and advancements in accounting automation and how they are reshaping the profession.
4. Explore real-world case studies and success stories showcasing the impact of automation on businesses of all sizes.
5. Understand the future outlook for accounting professionals in an increasingly automated world and how to stay ahead in the field.

 

Reach out to Matt at matt@ofbasis.com or www.getbasis.ai  for more insights!

 

Subscribe to our podcast and follow us on your favorite platform to not miss out on future discussions vital for accounting professionals looking to innovate and lead effectively.

Podbean: https://businessbeyondborders.podbean...

Spotify: https://open.spotify.com/show/1LYaCQZ...

Apple Podcast: https://podcasts.apple.com/ph/podcast...

Youtube: www.youtube.com/@businessbeyondborders-laurence

10 - Culture, Flexibility, and Trust: Transforming Accounting Firms for Success with Joey Havens

Join us in this episode as we delve into the power of storytelling fostering belonging, embracing flexibility, and investing in HR for success with Joey Havens, a seasoned author, consultant, and retired partner from HORNE LLP. Tune in for actionable insights to revolutionize your firm's approach and thrive in today's ever-evolving landscape. In this episode, you will be able to:

1.  Discover the power of storytelling in accounting firms and how to effectively communicate your firm's impact.
2. Learn strategies for fostering a culture of belonging and trust among team members.
3. Explore the benefits of flexibility in modern accounting practices and how to implement it effectively.
4. Understand the importance of investing in HR and professional development for firm success.
5. Gain actionable insights to transform your firm's culture and drive growth in today's dynamic environment.

 

Reach out to Joey at www.joeyhavens.com for more insights!

 

Subscribe to our podcast and follow us on your favorite platform to not miss out on future discussions vital for accounting professionals looking to innovate and lead effectively.

Podbean: https://businessbeyondborders.podbean...

Spotify: https://open.spotify.com/show/1LYaCQZ...

Apple Podcast: https://podcasts.apple.com/ph/podcast...

Youtube: www.youtube.com/@businessbeyondborders-laurence

09 - Exploring Outsourcing: Strategies and Best Practices in Client Accounting Services with Kane Polakoff

Join us as Kane Polakoff,  Principal, Client Advisory Services Practice Leader of CohnReznick LLP delves deep into the offshore accounting realm, unraveling the intricate threads of success. From cultivating robust leadership to honing recruitment practices and ensuring top-notch quality management. Gain invaluable insights and expert advice on building a resilient and prosperous firm in today's dynamic world. This episode will offer insights into:

 

• Understand the various outsourcing models available for firms, including BPO, captive, and staffing solutions.
• Gain insights into the importance of leadership in offshore operations and how to establish a strong foundation for success.
• Learn about the critical elements of a robust recruiting, onboarding, and training program for offshore teams to ensure seamless integration and performance.
• Discover best practices for quality management and performance evaluation in offshore operations, including setting clear expectations and implementing effective controls.
• Explore innovative approaches to attracting new talent to the accounting profession, including internships, outreach programs, and emphasizing the exciting opportunities in client advisory services.

 

Reach out to Kane by visiting www.cohnreznick.com/people/kane-polakoff  for more insights.

 

Subscribe to our podcast and follow us on your favorite platform to not miss out on future discussions vital for accounting professionals looking to innovate and lead effectively.